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Added 6 mins ago
AS
Client Advisor
Acne Studios
Vancouver, BC
- Full-time
We are looking for a full-time Client Advisor for our Acne Studios Oakridge Park store. As Client Advisor at Acne Studios you will work collaboratively with your team to establish and…
Added 21 mins ago
NS
Scheduling Advisor - Staffing Office
Nova Scotia Health Authority
Halifax, NS
- Full-time
The Scheduling Advisor is responsible for maintaining a high degree of data and business process quality, integrity, and to actively participate in the continuous improvement process.
Added 21 mins ago
CG
Regional Operations Controller
Compass Group Canada
Mississauga, ON
- Full-time
Demonstrated leadership and influencing skills with the ability to get things done; be viewed as a trusted advisor of business leadership
Added 21 mins ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Ensure the integrity, consistency, and accuracy of financial reporting across all legal entities and business units.
Added 21 mins ago
NF
Health & Safety Advisor
Natural Factors
Kelowna, BC
- Full-time
…their best work safely? We're looking for a Health & Safety Advisor to provide a strong health and safety presence at our Kelowna site and support the ongoing development of a safe,…
Added 21 mins ago
J
Senior Account Manager, Media
Jobgether
Canada
- Full-time
…of their advertising investments. You will act as a trusted advisor, translating business objectives and marketplace insights into effective, data-driven media strategies. Working closely…
Added 21 mins ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Calgary, AB
- Full-time
Bring your book. Grow your business. Deliver an exceptional client experience.
Added 21 mins ago
AC
Regional Service Agent - Boutique
Allstate Canada
Toronto, ON
- Full-time
…individual utilizes functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the…
Added 38 mins ago
A
Personal Banking Advisor - Camrose
ATB
Camrose, AB
- Full-time
…Leader DNA model sets the standard for how we lead people, drive business performance, and shape a dynamic future. This is the place for purpose-driven individuals ready to deliver…
Added 38 mins ago
T
Senior Program Manager, Talent Development
Twilio
Remote, Canada
- Full-time
- Remote
Act as a strategic advisor to HRBPs and senior leaders, establishing an organization-wide mandate to assess capability gaps and deploy targeted learning solutions globally.
Added 38 mins ago
M
Cloud & AI Platform Sales Specialist
Microsoft
Goodwood, ON
- Full-time
As a Cloud & AI Specialist, you are a business leader with deep technical and business knowledge within our enterprise sales organization, working with our most important customers in…
Added 51 mins ago
NB
Senior Advisor, Governance and Strategic Initiatives
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Governance and Strategic Initiatives within the Governance and Leadership Enablement team of the Commercial and Private Banking 1859 sector at National Bank…
Added 51 mins ago
A
Commercial/Sales Account Director I
AMECO
Leduc, AB
- Full-time
The Commercial Account Director serves as a trusted advisor to customers and a key partner to internal business functions, developing commercial strategies that increase revenue,…
Added 51 mins ago
B
R&D Tax Client Delivery Manager
Boast
Montreal, QC
- Full-time
Act as a trusted advisor to clients by guiding claim strategy, coordinating successful claim delivery, and helping clients navigate audits and claim requirements
Added 51 mins ago
SQ
District Manager
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…advisors and the District Leadership team, while generating business results and the overall Client experience within the District. You will report to the Regional Vice President and…
Added 52 mins ago
GC
Client Portfolio Manager
Guardian Capital Advisors
Vancouver, BC
- Full-time
Bring your book. Grow your business. Deliver an exceptional client experience.
Added 52 mins ago
TM
Associate Private Wealth Advisor
The Mirillion Group
Vancouver, BC
- $110,000 to $160,000 CAD / year
- Full-time
Associate Private Wealth Advisor | Vancouver, BC
Added 52 mins ago
TM
Senior Wealth Partner/Advisor
The Mirillion Group
Vancouver, BC
- $175,000 to $225,000 CAD / year
- Full-time
Senior Private Wealth Partner/Advisor | Vancouver, BC
Added 52 mins ago
H
Global Mining Practice Business Development Leader
HDR
Burlington, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 52 mins ago
H
Global Mining Practice Business Development Leader
HDR
Toronto, ON
- Full-time
…into sustained growth? HDR is seeking a Global Mining Practice Business Development Leader to lead client engagement, strategic account development, major pursuits and market growth across…
Added 52 mins ago
B
Operations Manager
BGIS
Toronto, ON
- Full-time
…management, health and safety, and emergency preparedness and business continuity for an assigned portfolio. In conjunction with the National Director Operations, proactively coordinates…
Added 52 mins ago
CG
Manager, Sales Governance and Operations
Calian Group
Toronto, ON
- Full-time
…governance, operational effectiveness, and growth of the ITCS business. In this role, you will oversee sales governance processes, procurement and contracting activities, proposal and bid…
Added 52 mins ago
AG
Site Labour Relations Advisor
Aecon Group Inc.
Fort Saskatchewan, AB
- Full-time
…operationally to the Project Director, the Site Labour Relations Advisor provides labour relations and workforce relations support to project leadership, supervisors, employees and union…
Added 52 mins ago
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Member Services Coordinator (12 month contract)
CIRO / OCRI
Vancouver, BC
- Full-time
Prepares the Advisor Update (published biweekly) and collaborates closely with the Corporate Communications and Public Affairs team.
Added 52 mins ago
MS
Senior Director Business Development
Metro Supply Chain
Mississauga, ON
- Full-time
Metro Supply Chain is seeking a results-driven Senior Director, Business Development to accelerate growth across North America. This is a highly strategic, customer-facing leadership role…

Ventum Financial

Executive Assistant & Business Coordinator, Private Client Services

Vancouver, BC, Canada

Contract

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Applications open in a new tab.

Job details

Job type: Contract
Apply by: Apr 27, 2027
Posting language: English
Posted: Oct 29, 2026

Original job description

Location: Vancouver, BC - in office

Reports to: SVP, Head of Private Client Services

Term: One-year contract, with an option to extend, subject to review

Annual salary: $75,000–$80,000 CAD

The Opportunity

Bring your organization, curiosity, and follow-through to a role that combines executive support with meaningful business coordination. Working closely with the Head of Private Client Services, you will support oversight and execution across a broad portfolio encompassing advisor experience, recruiting and onboarding, insurance and wealth services, marketing coordination, and business improvement initiatives. You will help connect priorities across teams, keep projects and commitments moving, and provide clear updates that support informed decisions. If you enjoy building relationships, bringing structure to busy days, and seeing work through to completion, we would welcome the opportunity to hear from you.

What You’ll Do

Manage calendars, meetings, travel, and expenses; prepare agendas, presentations, and correspondence, and coordinate follow-up.
Draft contracts and related documents using approved templates and authorized terms; coordinate reviews, approvals, signatures, and secure filing.
Keep customer relationship management (CRM) records current and coordinate recruiting meetings, pipeline updates, and next steps.
Coordinate advisor onboarding with internal partners, tracking documentation, milestones, and outstanding requirements.
Help the Head of Private Client Services and the CFO&COO maintain visibility across their areas of responsibility by coordinating cross-team priorities, maintaining project plans and action logs, following up on deadlines, and flagging issues requiring attention.
Track key performance indicators (KPIs) and prepare clear, accurate dashboards and leadership updates.
Support Vancouver marketing activities, advisor communications, materials, and event coordination in partnership with Marketing.

What You’ll Bring

Experience in executive assistance, business coordination, project administration, or a related role.
Strong organization, attention to detail, and the ability to balance priorities and follow through on commitments.
Clear written and verbal communication, a collaborative approach, and discretion with confidential information.
Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint, and comfort maintaining CRM records, spreadsheets, and reports.
Financial services experience and familiarity with contract preparation or advisor onboarding are helpful, but not essential.

Why Consider This Role?

This position offers direct collaboration with senior leadership and the opportunity to contribute across the Private Client Services business and business operation - from advisor experience and growth initiatives to insurance and wealth services, marketing coordination, and business improvements. The annual salary range is $75,000–$80,000 CAD. The role is based in Vancouver and requires working in the office.

We welcome applications from people of all genders and backgrounds and value the different experiences and perspectives each person brings. If this opportunity interests you but your experience does not match every qualification, we still encourage you to apply and share how your skills could contribute.

How to Apply

Please submit your CV and a brief cover letter of no more than one page through the application site. Use your cover letter to tell us what interests you about this opportunity and how your experience or transferable skills would help you support a senior leader across a broad business portfolio. Rather than repeating your CV, please address the following:

Your interest in the role: What appeals to you about combining executive support with business coordination across several areas of Private Client Services?
A practical example: Describe a time you managed competing priorities, coordinated work across teams, or kept a project on track. Explain your approach and the outcome, without sharing confidential information.
Relevant skills: Highlight experience with executive support, document or contract preparation, CRM maintenance, onboarding, or reporting. Focus on your strongest connections to the role; experience in every area is not required.
Your availability: Indicate your potential start date and confirm your ability to work in our Vancouver office four days per week.

Apply About employer

More about this job

Responsibilities

Provide executive support to the Head of Private Client Services, including calendar, meeting, travel, expense, document, and follow-up coordination. Coordinate recruiting, advisor onboarding, cross-team projects, KPI reporting, and Vancouver marketing activities while tracking priorities and escalating issues.

Requirements

The role calls for experience in executive assistance, business coordination, project administration, or a related field, along with strong organization, attention to detail, communication, collaboration, discretion, and follow-through. Proficiency with Microsoft Outlook, Teams, Word, Excel, and PowerPoint is required; financial services experience and familiarity with contract preparation or advisor onboarding are helpful but not essential.

Skills

Executive Assistance
Business Coordination
Calendar Management
Meeting Coordination
Travel Coordination
Expense Management
Document Preparation
Contract Coordination
Recruiting Coordination
Advisor Onboarding
Project Administration
Cross-Team Coordination
KPI Tracking
Dashboard Reporting
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Private Client Services
Financial Services
Executive Support
Business Coordination
Calendar Management
Meeting Coordination
Travel Coordination
Expense Management
Contract Preparation
Document Preparation
Recruiting
Advisor Onboarding
Project Plans
Action Logs
Cross-Team Priorities
Key Performance Indicators
Dashboards
Leadership Updates
Marketing Coordination
Event Coordination
Microsoft Outlook
Microsoft Teams
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Insurance Services
Wealth Services
Confidential Information

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